Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Ramon Ross has been in the financial services industry since November 2002. Daniel is a Registered Representative of PFS Investments Inc., with a branch office located in Liberty Lake, WA. Daniel is registered to provide investment advice in Idaho and Washington. Daniel's professional designations include Series 6, Series 63 and Series 65.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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WA
01/08/2023 - Present
PFS Investments Inc. (LIBERTY LAKE WA)
WA
11/04/2002 - 12/31/2022
PFS INVESTMENTS INC. (LIBERTY LAKE WA)
IA
Issued 09/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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